Filed December 1, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,079 | $148,534-44.1% | $135,903-38.9% | $139,434-40.4% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.3pp | 80.3%-10.8pp |
| Annual return | 19.98% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $5,883 | $5,243+12.2% | $4,856+21.1% | $4,751+23.8% |
| Participant deferral / active EE | $9,546 | $8,100+17.9% | $7,758+23.1% | $6,710+42.3% |
| Admin fee / account holder | $11,101 | $12,400-10.5% | $10,762+3.2% | $11,403-2.6% |